We are live on ! Find out more
MMI icon

Marcus & Millichap

155 hedge funds and large institutions have $726M invested in Marcus & Millichap in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

4% more call options, than puts

Call options by funds: $101K | Put options by funds: $97K

0.02% more ownership

Funds ownership: 59.51%59.53% (+0.02%)

3% less funds holding

Funds holding: 159155 (-4)

7% less capital invested

Capital invested by funds: $781M → $726M (-$55.4M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
63
Reduced
45
Closed
23
Calls
$101K
Puts
$97K
Net Calls
+$4K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$17.9K -$2.27K -70 -11%
S
127
SignatureFD
Georgia
$17.4K -$2.72K -84 -13%
UB
128
UMB Bank
Missouri
$16.2K +$3.33K +103 +25%
Osaic Holdings
129
Osaic Holdings
Arizona
$13.3K +$2.33K +72 +21%
LC
130
Lindbrook Capital
California
$8.7K
EWA
131
EverSource Wealth Advisors
Alabama
$7.76K +$2.36K +73 +59%
PTC
132
Private Trust Company
Ohio
$7.53K +$583 +18 +8%
GI
133
GAMMA Investing
California
$6.81K -$615 -19 -8%
GRP
134
Global Retirement Partners
California
$4.32K +$4.43K +137 New
PS
135
Principal Securities
Iowa
$3.85K
FFC
136
First Financial Corp
Indiana
$3.18K
SAM
137
Smartleaf Asset Management
Massachusetts
$2.64K +$2.72K +84 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$1.86K +$1.91K +59 New
CFGS
139
Concourse Financial Group Securities
Alabama
$1.45K +$65 +2 +5%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$388 +12 +50%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$1K -$65 -2 -8%
TFA
142
Transamerica Financial Advisors
Florida
$1K
VCM
143
Versant Capital Management
Arizona
$788
FFA
144
Farther Finance Advisors
California
$695
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$599
BIA
146
Bell Investment Advisors
California
$536
LFG
147
Larson Financial Group
Missouri
$410 +$421 +13 New
IC
148
Innealta Capital
Texas
$378 +$388 +12 New
AF
149
Allworth Financial
California
$375 +$324 +10 New
PA
150
Parallel Advisors
California
$347

MMI Hedge Fund Activity: Q2 2024 in Review

155 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q2 2024, worth a combined $726M — down 7.1% from $781M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MMI and 20 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 63 added.

The largest buyer was Pzena Investment Management, adding an estimated $11.4M. The largest seller was Fidelity Investments, cutting an estimated $19M.

  • 155 institutional investors held Marcus & Millichap (MMI) as of Q2 2024, down from 159 in Q1 2024.
  • Funds reported $726M of Marcus & Millichap stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 20 funds opened new Marcus & Millichap positions in Q2 2024 and 23 closed out, a net change of -3 holders.
  • The largest Marcus & Millichap buyer in Q2 2024 was Pzena Investment Management, an estimated $11.4M added.
  • The largest Marcus & Millichap seller in Q2 2024 was Fidelity Investments, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2024.